Banks keep notices and questions in one place

Walk the chat

This week a registration question is answered in the chat, a payment notice goes out as an approved message, and the next person sees the history. Connect the bank's WhatsApp business number, run the guided questions, and send notices only as approved WhatsApp messages. Higher volume and separate spaces are a Provider conversation.

What you use for this

• WhatsApp onboardingConnect a number the company ownsChats stuck on one phone stay missed. Connect your WhatsApp business account from UlaloBots and reply as a team. Keep the Business app on that number.
• Bots and automationThe first reply you set for questions you hear every dayHours, prices, and how to order should not wait on one phone. Set that first reply in UlaloBots. A person can take over later with the full chat history.
• Broadcasts and campaignsStop typing the same reminder to every customerPayment notices, appointments, and delivery updates should not be typed by hand. Prepare an approved WhatsApp message, then test it first before you send.
• Developer APIsSend and read WhatsApp from your own softwareYour software can send and read WhatsApp through UlaloBots with an API key and signed events. A full CRM connection is your build, or a Provider engagement.

Questions about Banking